CFA

Cahill Financial Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$518M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.34M
3
+$2.33M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.32M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.26M

Top Sells

1
+$4.1M
2
+$1.86M
3
+$1.48M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$657K
5
AAPL icon
Apple
AAPL
+$632K

Sector Composition

1 Technology 4.12%
2 Financials 3.37%
3 Consumer Discretionary 1.54%
4 Industrials 1.3%
5 Energy 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-92
802
– –
-1,402
803
– –
-1,790
804
– –
-11
805
– –
-1,800
806
– –
-1,383
807
– –
-205
808
– –
-409
809
– –
-475
810
– –
-3,935
811
– –
-41
812
– –
-100
813
– –
-109
814
– –
-4
815
– –
-36
816
– –
-34
817
– –
-4,224
818
– –
-36
819
– –
-8
820
– –
-69
821
– –
-500
822
– –
-1,368
823
– –
-419
824
– –
-66
825
– –
-196
31 32
33
34 35